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KKR & Co

838 hedge funds and large institutions have $32.9B invested in KKR & Co in 2021 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 281 increasing their positions, 263 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 56

33% more funds holding in top 10

Funds holding in top 10: 2736 (+9)

21% more capital invested

Capital invested by funds: $27.2B → $32.9B (+$5.73B)

12% more funds holding

Funds holding: 748838 (+90)

7% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 263

0.42% less ownership

Funds ownership: 76.62%76.2% (-0.42%)

36% less call options, than puts

Call options by funds: $140M | Put options by funds: $218M

Holders
838
Holders Change
+90
Holders Change %
+12.03%
% of All Funds
12.9%
Holding in Top 10
36
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+33.33%
% of All Funds
0.55%
New
155
Increased
281
Reduced
263
Closed
56
Calls
$140M
Puts
$218M
Net Calls
-$77.9M
Net Calls Change
-$92.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CH
751
Canton Hathaway
Rhode Island
$60K
HR
752
Howe & Rusling
New York
$48K
Bank Julius Baer & Co
753
Bank Julius Baer & Co
Switzerland
$46K +$45.2K +612 New
BWM
754
BerganKDV Wealth Management
Minnesota
$45K
AIM
755
Arcadia Investment Management
Michigan
$42K
CWC
756
Carolinas Wealth Consulting
North Carolina
$41K +$10.1K +137 +34%
CFO
757
CVA Family Office
Colorado
$41K +$40.9K +555 New
HIIFS
758
Harel Insurance Investments & Financial Services
Israel
$40K
IFAM
759
Institutional & Family Asset Management
Colorado
$40K +$74 +1 +0.2%
TWM
760
Tradition Wealth Management
Minnesota
$38K
AIM
761
Anchor Investment Management
South Carolina
$37.3K
AA
762
Ancora Advisors
Ohio
$37K -$22.1K -300 -38%
DI
763
Disciplined Investments
Oklahoma
$37K
TCM
764
Tradewinds Capital Management
Washington
$37K
TFS
765
TrustCore Financial Services
Tennessee
$37K
SIC
766
SJS Investment Consulting
Ohio
$37K +$36.9K +500 New
S
767
SignatureFD
Georgia
$36K +$10.2K +138 +40%
AIM
768
AHL Investment Management
Florida
$35K +$34.7K +470 New
SWA
769
SOA Wealth Advisors
New York
$33K
MPWT
770
MassMutual Private Wealth & Trust
Connecticut
$33K +$295 +4 +0.9%
RAM
771
Riggs Asset Management
Pennsylvania
$31K
DA
772
Denali Advisors
California
$30K -$428K -5,800 -94%
AWM
773
AllSquare Wealth Management
New York
$30K
PI
774
PineBridge Investments
New York
$30K +$29.5K +400 New
COCM
775
Charter Oak Capital Management
New Hampshire
$29K

KKR Hedge Fund Activity: Q4 2021 in Review

838 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q4 2021, worth a combined $32.9B — up 21% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new KKR positions and 56 closed out — a net gain of 99 holders — while 281 added to existing stakes and 263 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $776M. The largest seller was Vulcan Value Partners, cutting an estimated $369M.

  • 838 institutional investors held KKR & Co (KKR) as of Q4 2021, up from 748 in Q3 2021.
  • Funds reported $32.9B of KKR & Co stock for Q4 2021, up 21% quarter-over-quarter.
  • 155 funds opened new KKR & Co positions in Q4 2021 and 56 closed out, a net change of +99 holders.
  • The largest KKR & Co buyer in Q4 2021 was GQG Partners, an estimated $776M added.
  • The largest KKR & Co seller in Q4 2021 was Vulcan Value Partners, an estimated $369M sold.

Based on aggregated 13F filings for Q4 2021.